Shirley Hayden on ICP Strategy and Repeatable Sales Processes
About Shirley Hayden
Shirley Hayden is a Fractional VP of Sales/CRO with Sales Xceleration. In this conversation, she describes helping growing small and midsize businesses define their ideal client profiles, build sales infrastructure, and document repeatable processes.
Episode Notes
Key moments from this episode
Shirley Hayden, Fractional VP of Sales/CRO with Sales Xceleration, joins Tailwind to explain how an ideal client profile becomes actionable. She expands ICP beyond firmographics to include buyer personas, psychographics, buying triggers, and disqualifiers, then shows how customer interviews and CRM activity can reveal repeatable patterns. The conversation explores why each buyer inside an organization may care about a different problem, how new businesses can test their assumptions through consistent outreach, and why founders should build sales infrastructure before hiring someone to go sell. Shirley also explains how a documented process supports onboarding, helps managers diagnose where deals fall apart, and creates measurable accountability. She closes with practical advice for involving the team in change and keeping the process aligned with the next stage of growth.
Takeaways
- Define ICP with buyer personas, business problems, buying triggers, and disqualifiers alongside firmographics. Review customer engagements and validate the patterns with evidence.
- Record outreach, responses, lead sources, and buyer roles in the CRM. Early-stage teams can test assumptions consistently, repeat what works, and pivot when the evidence changes.
- Research how the offering affects each role and tailor the conversation to that buyer’s priorities. Approach multiple stakeholders strategically rather than delivering the same pitch to everyone.
- Document the sales process before hiring and scaling. Use stage-level activity and conversion data to diagnose breakdowns, onboard new sellers, and set measurable expectations.
- Include the team in designing the process so they have a voice in the change. Revisit the infrastructure as the business grows and maintain a regular accountability cadence.
Key Moments
- 0:10
Expand ICP beyond demographics and find buying triggers
Shirley explains how buyer personas, psychographics, and product-specific purchase triggers sharpen an ideal client profile.
Read transcript at this moment - 5:31
Validate a new ICP through consistent outreach and CRM evidence
Newer businesses can record interactions, channels, and buyer roles, repeat successful approaches, and pivot as patterns emerge.
Read transcript at this moment - 8:45
Speak to each buyer’s priorities
Different stakeholders care about different outcomes. Research their priorities and use strategic discovery to reach the right contacts.
Read transcript at this moment - 13:04
Build sales infrastructure before adding headcount
A clear ICP, playbook, and repeatable process help growing businesses avoid hiring sellers without a pathway to sustainable results.
Read transcript at this moment - 16:24
Document the process and diagnose where deals break down
A written process supports consistent onboarding and lets managers inspect discovery, proposals, and CRM activity to identify conversion gaps.
Read transcript at this moment - 22:32
Give the team a voice in process adoption
Shirley recommends involving employees in shaping the process so they are engaged in the change and invested in its outcome.
Read transcript at this moment
Transcript
0:02 So, actually as you were saying, um
0:03 identifying the right, you know, ideal
0:05 client profile is incredibly important
0:07 for uh for a business. Can you tell me a
0:09 little bit more about that?
0:10 >> Absolutely, Austin. I think I think the
0:13 ICP is one of the biggest myths with
0:17 organizations where many of the times
0:20 they're looking at ICP for identifying
0:23 the demographics, but it does go beyond
0:26 that. It's your psychographics, the
0:29 buyer persona, all of those pieces add
0:32 to really sharpening your view on the
0:35 ideal client profile.
0:38 >> And so, is the demographic or the
0:40 firmographic, is that the starting
0:42 point, or should you approach all of
0:43 them at the same time? If I'm thinking
0:45 about that holistic picture you just
0:46 talked about, where's my entryway?
0:50 >> I think you do it all at once. It's part
0:52 of the process. It's something you work
0:54 through, and you're really adding to it.
0:56 So, I'll give you a good example, um
0:58 working with the a client recently, and
1:01 they had all the great information on
1:03 their ICP, but one of the things they
1:06 were missing was what was the trigger
1:09 that made the different people purchase.
1:12 What was the buying triggers, and what
1:15 we ended up discovering is they have
1:17 four ICPs, depending on the product. And
1:21 each of the different buyer personas had
1:24 a different trigger that motivated them
1:26 to purchase. So, depending on who
1:28 they're talking to, they need to make
1:30 sure we're understanding the triggers,
1:32 the reason behind their need for
1:34 whatever it is you're serving.
1:36 >> Yeah.
1:37 What was the process of helping uncover
1:39 those triggers that help you define
1:41 those four different personas?
1:43 >> Oh, it is a great process. That's a good
1:45 question. It It It's It's We I mean, we
1:47 even do workshops on this with Anspire
1:50 because defining your ICP is not a light
1:53 lift. You're really spending time. I
1:55 literally, in this case, interviewed all
1:58 of the executive tech staff.
2:01 Um I went back through some of their
2:03 intellectual property, reviewed all
2:05 their information. We actually looked at
2:08 every client that they were servicing,
2:11 and who the decision-maker was, what the
2:13 makeup was on each engagement, how the
2:17 leads came in. So, it is a full process.
2:20 It's not a very quick, I want to sell to
2:24 um the gas stations that have X, Y, and
2:27 Z car movement. No, it's really let's
2:31 let's peel back the onion and talk about
2:34 where successes come from, where weren't
2:36 we successful, who was the
2:38 decision-maker, what motivated them to
2:41 buy, and and how often we repeated that.
2:44 So, all of those pieces, and then doing
2:46 research, getting statistics, getting
2:48 facts and data to support your
2:50 direction.
2:51 >> Do you have uh early indicators that are
2:53 kind of showing you guys the success
2:55 from being able to do this hard work,
2:57 and then the results that you're getting
2:58 from it?
2:59 >> Absolutely. Um and it really is
3:01 utilizing that CRM system, tracking
3:04 every conversation, every interaction,
3:07 how the lead was even sourced when it
3:09 comes in, and and who is the primary
3:12 person checking in to find out about
3:15 your product or service.
3:17 >> Mhm.
3:17 >> And once you start following that
3:19 pattern, it it really helps you set the
3:22 sell yourselves up for success.
3:25 >> And so, you're you're seeing already I
3:27 mean, how long ago did you do this
3:28 process of like really digging in and
3:30 finding the right true ICP?
3:33 >> Well, it's something I do frequently. I
3:35 mean, that's part of a big part of
3:36 working with small to mid-size
3:38 businesses. The the dis- the client
3:41 journey I'm talking to you about now,
3:43 I've been working on this for the last
3:45 30 days. So, this is why I'm saying it's
3:47 not a quick process. You want to
3:49 validate. You want to make sure because
3:52 this is the foundation for how they're
3:54 going to go to market, how they're going
3:56 to utilize it for their marketing um
3:59 outreach, and and who we're going to
4:02 spend the time reaching out to on
4:04 LinkedIn and all those other sources.
4:06 So, it's a very important process in
4:08 getting feedback
4:10 um
4:11 responses from prior clients, um who do
4:14 we not want to work with? That's part of
4:16 the ICP.
4:18 Uh disqualifiers, all of those pieces
4:20 are added into it.
4:22 >> Yeah.
4:23 And so, for this particular journey, you
4:24 guys haven't quite had the opportunity
4:26 to reap the benefits as you're still
4:28 working through the process of
4:30 completing the the whole, you know,
4:33 restructure, I suppose.
4:34 >> Well, in this particular sample I just
4:37 gave you, no, not yet cuz we're just
4:39 finalizing it. But, in the past,
4:41 absolutely, what it does is it gives us
4:43 a more targeted market. And that means
4:46 when you're going out to spend money on
4:48 lead generation, we're targeting the
4:50 right leads. And that's going to improve
4:53 your ratio of the right leads in the
4:56 right one-on-one meetings. And that has
4:58 been proven out.
4:59 >> Oh, yeah, yeah. I was just curious if
5:01 you've got to the exciting part where
5:02 like everything started turning and all
5:04 of a sudden all their phone calls are
5:05 starting to work or whatever, but
5:07 >> No, no, not yet with this one. Early in
5:09 the process.
5:10 >> Yes, absolutely.
5:11 >> Okay. So, what if you're an organization
5:13 that's a little bit newer and maybe you
5:15 are lacking some of these complete data
5:17 points? How would you recommend starting
5:19 this process and maybe at least being
5:22 purposeful or deliberate with
5:24 um
5:25 trying to hi- hold on the ICP even
5:26 though you don't necessarily have maybe
5:28 enough clients at this point in time to
5:29 truly define?
5:31 >> Um it's really just documenting
5:34 everything. Documenting all your
5:36 interactions, who you're having success
5:38 even securing a meeting with. Um and my
5:41 philosophy is if if you have success,
5:44 repeat it and keep doing it. And and if
5:47 it continues to work, you have a
5:48 pattern, and that's something you want
5:49 to document. This particular person
5:52 answers every time. The CEO is the key
5:55 to this product line, or the CFO is the
5:58 key to this product line. So, you're
6:00 documenting all of the interactions.
6:02 You're actually documenting um
6:05 how they responded. Did they respond by
6:07 email? Was it LinkedIn outreach? Where's
6:09 the best way to to get them? Is it by
6:12 phone? So, it's just document
6:15 everything, continue, be consistent, uh
6:18 give yourselves a target, like I'm going
6:21 to do 20 outreaches a day, and I'm going
6:23 to record who I'm reaching out to. So,
6:26 if you're batting zero with one
6:27 particular person, change the role,
6:29 change the title, but make sure you're
6:31 understanding
6:33 why they would want to speak to you.
6:35 What What's their pain? What could you
6:37 solve?
6:38 >> So, there's a little bit of balance on
6:40 trying to do some work ahead of time,
6:42 trying to kind of guess or hypothesis,
6:44 but it sounds like
6:46 the crux of it though is you have to be
6:48 out there testing and making the calls
6:50 and sending the emails and generating
6:52 the data, and if you're not doing that,
6:54 you're never really going to get
6:54 anywhere. You can
6:56 you can play with the edges as much as
6:58 you want, you can come up with theories
6:59 and ideas, but until you actually create
7:01 some evidence, there's really it's not
7:03 going to be able to go anywhere for you.
7:05 >> Not really, and but the only way to to
7:08 validate is to get started. Know that
7:11 it's fluid, especially in the beginning,
7:13 and be willing to pivot. Um because as a
7:17 founder of any organization, they know
7:19 their product or service. Now, it's time
7:22 to identify which person in the
7:24 organization
7:26 has the urgency, the need to respond to
7:29 what it is you're offering. Validate it,
7:31 repeat it, and keep moving. If that's
7:34 not it, pivot and try the next person in
7:37 leadership, but
7:40 most founders know who they can help and
7:42 who they can serve. It's a matter of am
7:44 I speaking to the right person. So, if
7:48 if if it doesn't impact me, I may not
7:51 spend the time talking through it with
7:54 the salesperson or the the business
7:56 owner or business development person,
7:58 but if I knew that it would take my
8:01 colleague out of pain, maybe I would
8:03 say, "Well, maybe not me, but you should
8:05 talk to so-and-so." And and and move it
8:08 over, but many people won't. They'll
8:10 just That was another call that they put
8:12 aside. So, really knowing who it impacts
8:16 before you make the call is important.
8:18 >> Yeah.
8:20 Now, it seems like there's kind of two
8:21 variables and maybe I'm missing out on
8:23 some of them, but am I talking to the
8:24 right person at the right org and am I
8:28 saying the right words?
8:29 Uh and it's something It seems like you
8:32 could be talking to the right person,
8:33 but maybe you're just not using the
8:34 right messaging or, you know, maybe you
8:36 are using the right messaging, but it's
8:37 the wrong person. How are you balancing
8:40 that complexity and am I missing some
8:42 variables that should also be considered
8:43 and part of that?
8:45 >> Well, no, I mean, I think you're on
8:47 point with the two variables, but
8:48 there's another layer in there. So, for
8:51 example, there may be four people in the
8:54 organization that could use your product
8:56 or service. So, it takes time to really
8:59 make sure we've done our homework to
9:01 know, now how will this impact each of
9:04 those different roles? It may impact
9:06 them differently. The CEO might just be
9:09 concerned with efficiency.
9:11 The IT person is is concerned with
9:14 innovation. The risk management person
9:16 is concerned with compliance and and
9:19 regulatory issues. So, there's there's
9:21 an opportunity for you to do your
9:23 homework and know where your product fit
9:27 or your service fits with the different
9:30 buyers in an organization. And then, we
9:33 don't have a a standard stump speech, I
9:36 should say.
9:37 Uh that everyone doesn't get the same
9:39 information. We have to speak the
9:41 language that's important to them. And
9:44 once we start speaking their language,
9:47 we get them to open up and we're now
9:49 we're in true discovery and
9:51 understanding. So, there there's not
9:54 just one
9:55 conversation to be had. It may be
9:57 multiple.
9:58 >> Yeah.
10:00 Is this a good opportunity for anyone
10:02 and everyone to do maybe multi-threading
10:05 and saying, "Hey, we could potentially
10:06 hit all four people's pain points. Let's
10:09 talk to all four and we'll find out
10:11 because we actually talked to all of
10:12 them."
10:13 Uh
10:14 or is it one of those things where
10:15 multi-threading can be confusing if
10:17 you're reaching out to the same org with
10:18 different messages?
10:20 >> Yeah, you want to be you want to be
10:21 strategic with that approach because the
10:24 goal is is to find out who the
10:26 decision-maker is,
10:28 um number one. Um if you can get to the
10:30 decision-maker and speak about how it
10:33 impacts them and they loop in the next
10:35 person, which is a smart move, um then
10:38 that's great. But if you're calling the
10:40 organization and you're trying to talk
10:42 to four different people,
10:44 it may not work out so well. So, you
10:46 want to you want to be cautious about
10:48 that.
10:49 Um but overall, how does it impact the
10:52 organization?
10:54 You get to the person that has the
10:56 urgency. It can be minor things like
10:59 there's a a new merger and um you need
11:03 to focus in on change management. Well,
11:05 then I'm going to go to HR and have that
11:08 conversation, but they're going to move
11:10 me over to some other folks. So, just
11:13 being strategic about your research
11:15 beforehand, I think is important.
11:17 >> Yeah, that makes sense.
11:19 And I think, you know, what you point
11:20 out some of there is like somebody might
11:21 have that urgency and then they're going
11:22 to put me over somewhere else. So,
11:24 ultimately the decision-maker may not be
11:26 the person that's going to get you in
11:27 the door.
11:29 Um you got to keep track of that. How do
11:30 you how do you recommend analyzing the
11:32 differences there? Like if I'm looking
11:34 at my my CRM, like well, here's the
11:37 person who spent the money every single
11:38 time, but then I got to then also be
11:41 like, but that doesn't mean they're a
11:42 person to pick up the phone every time.
11:44 >> That No, that's true. So, I mean, one of
11:47 the first questions I ask when I'm
11:48 engaged with someone is, you know, talk
11:51 to me about the greatest business
11:53 challenge happening right now. Where
11:54 does it lie?
11:56 And now you'll you'll get it beyond that
11:58 person because if they're in a
12:00 leadership, they're going to tell you
12:01 what is happening in the corporation
12:04 that needs attention.
12:05 >> Yeah.
12:05 >> And you just explore it. You you have a
12:08 good conversation about let's talk about
12:10 what's happening. And um what have you
12:13 tried? Who's been involved in that
12:15 process? So, you start asking the
12:17 questions that will lead you to the
12:19 right contact.
12:21 >> Yeah. So, we've talked a little bit
12:23 about um you know,
12:25 the benefits of doing the work, spending
12:27 30 plus days to figure out who the ICP
12:30 is. What are some of the things that
12:31 happen if you choose to put this to the
12:33 side and maybe don't pay too much
12:35 attention to it. What's the downstream
12:37 repercussions of that?
12:38 >> Well, there's quite a few. I mean, your
12:40 win rate's going to decline.
12:43 You're going to spend more time talking
12:45 to the wrong people.
12:46 Um you're you're not going to bring the
12:48 value that you want because the people
12:50 that need to hear what you have, you're
12:53 not reaching. So, it will cost you in
12:56 the long run. You're not going to scale
12:58 nearly as quickly. So, it it is a part
13:01 of any building process. You know, um
13:04 I always say that when you start
13:06 building the infrastructure and the
13:07 playbooks, it's not the sexy part of
13:09 sales. No one wants that. I just want to
13:11 We would just want to go out and sell
13:13 and and and and gain revenue. And um
13:18 which is great, but revenue that's not
13:21 sustainable doesn't build a business.
13:24 And so, taking the time to put the
13:27 process in place, build the
13:29 infrastructure, know exactly who your
13:32 ICP is, know how to follow up, and make
13:35 sure that you continue a repeatable and
13:37 scalable process. Those are the things
13:40 that you want to do up front. It doesn't
13:43 especially in small to mid-size
13:45 businesses. That's my focus. I I'm I
13:47 assume and so I'll give you a good
13:49 example. Um
13:51 I could easily say I focus on uh small
13:54 to mid-size businesses that have 3 to 5
13:57 million plus in revenue 3 to 50 million
14:00 plus in revenue. Well, it doesn't tell
14:02 you a whole lot.
14:03 Realistically, what I do is I work with
14:06 organizations that are growing.
14:09 >> Mhm.
14:09 >> And they haven't reached the stage of
14:12 revenue yet where they're able to bring
14:14 on a VP of sales or chief revenue
14:17 officer. So, I come in and I work with
14:20 them in two different capacities. One, I
14:22 may work with them and coach that
14:24 founder to help them execute on their
14:26 greatest business challenges. But, if
14:29 they've reached the stage of revenue
14:31 where they can hire a fractional, I come
14:33 in and build that infrastructure, create
14:36 the playbook, and give them this
14:38 process, and truly do the workshops on
14:42 ICPs. And the reason that's important is
14:45 because
14:46 they will typically hire a business
14:49 development person. This is what I hear
14:51 most often is I hired a business
14:53 development person. They've been here
14:54 for a year, they haven't done anything.
14:57 There was no process. They weren't clear
14:59 on the ICP. So, they're just going out
15:02 to 3 to 5 plus million-dollar businesses
15:05 saying, "Hey, I can offer you sales
15:07 leadership." Well, that's not truly the
15:10 ICP. What I just gave you an example of
15:13 explained they're growing, they're
15:16 starting to realize that the owner and
15:18 founder level will make it a bottleneck
15:21 in the organization. They need to keep
15:24 revenue and infrastructure together as
15:27 opposed to we have great wins and then
15:30 loss. Nothing that's sustainable. So,
15:33 creating these pieces up front saves you
15:36 a lot of money on the back end. It sets
15:39 you up for success cuz you're scaling.
15:41 But, ultimately what got you to 5
15:44 million won't get you to 20. So, you
15:46 still need to pivot, reevaluate, and
15:49 bring in the next level of how do I
15:51 increase um how do I adjust my
15:54 infrastructure?
15:56 >> Yeah, so I mean, I think obviously if
15:58 anyone's listening and they're saying,
16:00 "Oh, we don't have a process." You know,
16:02 step one. Um but, if somebody is trying
16:05 to diagnose whether or not their
16:06 processes doing a good enough job, I
16:09 mean, how can they maybe kick the tires
16:11 on that and realize I got to call
16:13 Shirley right now because uh we we have
16:15 a process that's not good enough. And I
16:17 look I figured that out because X, Y, Z
16:20 are the symptoms that I'm looking at for
16:23 for that.
16:24 >> I I love that question because most
16:27 businesses don't have a documented
16:31 process.
16:31 >> Uh too soon.
16:32 >> Everyone says, "I have a process. Yeah,
16:35 I know what we're doing." But, if you
16:37 ask three people in the same
16:38 organization the process, they're going
16:40 to give you a different version.
16:42 >> Mhm.
16:42 >> The benefit of documenting that is
16:45 you've documented what wins. You're
16:47 documenting what is scalable and
16:50 repeatable. And you're not taking the
16:53 superstar's version of it and or the
16:56 person that's least effective and making
16:59 the the ruling. You're basically
17:01 building out what works, what's
17:03 consistent, and what's scalable and
17:05 repeatable. Um a good example, I worked
17:08 with an organization one time
17:10 and they had all regional sales people.
17:14 All three were selling like
17:15 entrepreneurs of their own business. And
17:19 um there was one superstar winning,
17:21 others doing okay, but when they started
17:23 to hire folks,
17:25 no one was ramping up at the same rate.
17:28 There was because there was no written
17:31 process. There were verbal processes,
17:33 this is what I do, this is how I go in,
17:35 this is who I talk to, this is who I'm
17:37 most familiar with. But that doesn't
17:39 build a repeatable and scalable
17:41 business. And once you document that
17:44 process and really give step-by-step
17:47 when you onboard someone new, they know
17:51 the pathway to success. It's a
17:53 blueprint. So, when your question was,
17:56 how do they validate? Because now you're
17:58 looking at where is it falling apart? Is
18:01 it every time this person sends a
18:02 proposal? Let's take a look at what's
18:04 happening in the proposal. Do they make
18:07 it past the discovery call? So, when you
18:09 have the process, you can start checking
18:12 at where are we falling off, which
18:15 requires them to log in activity in the
18:17 CRM system, which is also part of the
18:20 process that most people have but don't
18:24 utilize as a true sales management tool.
18:29 >> So, really it becomes
18:31 your diagnosis isn't necessarily going
18:33 to be the same for each person cuz it's
18:34 going to look at the entire process.
18:36 First First get the process and then
18:38 look at each step of the way and decide
18:40 where the biggest impact of conversion
18:42 could be.
18:43 And that's how you can then start
18:45 looking at that
18:46 in your own nuanced business cuz we all
18:49 have the differences, we all have our
18:50 different approaches, different teams.
18:53 Being able to document it gives us the
18:54 metrics to then pinpoint where our
18:56 greatest impact could be. Is that
18:58 roughly it?
18:59 >> Absolutely. Yeah.
19:00 >> Yeah.
19:01 >> You just described the process. I love
19:03 it.
19:04 >> I I worked in operations for a while and
19:08 I came into a situation where there was
19:10 no process and that would literally be
19:12 asking somebody, you know, why do I do
19:14 this thing? And they're like, "Oh, I
19:16 don't know. I just know I copied this
19:18 information and I put it here." And I'm
19:19 like, "What do you mean you don't know?"
19:21 And they're like, "I don't know what
19:22 that information means. I don't know
19:24 what the implications are." Um and it
19:27 was very exciting to start documenting
19:29 as a team. And we were able to create
19:32 repeatable, sustainable, uh
19:34 you know, workflows. Now, in this
19:36 situation, we were messing up less and
19:37 we're getting things done more
19:38 efficiently. Uh from a purely operations
19:41 perspective, but it sounds like it's the
19:44 same benefit, but for a sales process.
19:46 And you're going to run it the same way.
19:49 >> Absolutely. And I love that because
19:51 every department should have a written,
19:53 documented process. I I have a a a law
19:56 firm right now.
19:58 They're not sales people. However, the
20:01 staff was operating in silos. And so,
20:04 what we're doing is operational
20:06 excellence, where everyone is following
20:08 a process, and we're aligning with with
20:10 their roles and responsibilities. So,
20:12 your operations example is is great
20:15 because
20:17 if you were to leave there, you left
20:19 them in better situation because now the
20:22 next person that comes in, they have a
20:23 documented process. They know why. They
20:25 have the answers to all those questions,
20:28 and they can improve upon it as the
20:30 organization grows, or they can continue
20:32 because it's doing exactly what it
20:34 needs.
20:36 So, that's a that's a great thing.
20:37 >> Yeah.
20:39 Yeah, so I guess, you know,
20:40 from a very high level, if you just are
20:42 looking around at your sales team, you
20:44 go, "We're stagnant." However However
20:47 that looks exactly for your team is
20:49 going to be different, but if you feel
20:51 stagnation, it's probably because
20:53 something is missing. You don't have the
20:55 repeatable process.
20:57 Or you do have the process documented,
20:59 but it's not doesn't give you the
21:00 scalable approach to be able to do it.
21:03 And that'll That'll be step one is like,
21:05 do we feel like we're growing at the
21:07 pace we want to? If the answer is no,
21:10 time to call Shirley.
21:12 >> Yes. Call Call let's first do an
21:15 assessment, do a discovery because
21:17 realistically, the first person that
21:20 gets the blame is the salesperson.
21:22 >> Mhm.
21:23 >> But what I tell business owners is,
21:26 please don't hire a salesperson or a
21:29 business development person if you
21:31 haven't validated the KPIs that you're
21:33 going to measure them with. If you don't
21:35 have a process in place for you to hold
21:38 them accountable and measure them. We
21:41 can't manage what we can't measure. So,
21:44 you you don't want to send someone out
21:47 and say, well, go make calls, go to this
21:49 territory and grow it. You need to be
21:52 able to measure it. You also need to
21:54 have cadence of meetings and
21:56 accountability. How's it things going?
21:58 You know, are we finding the close rate
22:00 is happening? I mean, you have one
22:02 person closing 80% of the time and
22:05 another 40%. Where's the breakdown?
22:08 >> Mhm.
22:09 >> What are they doing? That can help
22:10 document the process.
22:12 >> Yeah.
22:13 Well, how would you recommend for
22:15 somebody who's trying to deal with maybe
22:17 a team that's used to the undocumented
22:19 lack of process and maybe has some
22:22 resistance cuz they kind of like doing
22:23 things their own way. They don't really
22:24 want to change cuz people generally
22:27 don't like change. Like how do you What
22:28 are your some of the recommendations you
22:29 have to to spur that?
22:32 >> Actually, involve everyone where your
22:34 organization has a voice. Change
22:37 management is the hardest part of
22:39 executing any new initiative. So, just
22:43 creating the process doesn't necessarily
22:45 mean success if no one adopts to adopts.
22:48 Okay? So, when you when you sit down and
22:52 include them in the process, there's a
22:56 pride to that. They know that their
22:58 voice is helping shape the outcome of
23:00 the organization. And yes, while it's
23:03 always great to feel like you're doing
23:05 your own thing, you are working for a
23:07 company and we want to be unified. And
23:10 so, it's it's really managing that and
23:13 having those conversations. And that is
23:15 exactly what I'm doing with the law firm
23:17 is the change management of it. I'm
23:21 executing it for them because that is an
23:24 issue of folks saying, "But no, I keep
23:27 my notes on a spreadsheet when we have a
23:30 system for that." So, just working
23:33 through that and and letting them be
23:35 involved in the process, it does
23:38 it gives a pride a sense of pride and
23:41 and it keeps everyone engaged and
23:43 they're invested in the outcome.
23:46 >> Yeah.
23:47 Would you say there's, you know,
23:49 any incentive alignment that people
23:50 should be doing that should be like
23:52 maybe spot bonuses for, you know, people
23:54 adopting the process or is this one of
23:56 those things where
23:57 if you're not doing the bringing all the
24:00 voices in well, then you're just going
24:02 to be trying to paper it over uh quite
24:04 literally.
24:06 >> Well, that's a great question. So,
24:10 it depends on where you
24:13 add bonus and things of that nature. So,
24:17 for example, we talked about one
24:19 specific client. We had talked about,
24:22 you know,
24:23 if they do their billable hours and
24:26 improve that, the firm starts seeing
24:29 better profit and margins, there may be
24:32 an opportunity for bonus down the line.
24:35 But,
24:36 as you're going through change
24:38 management, you need people who are
24:39 committed and wanting to help the
24:42 company, firm, organization succeed. And
24:46 I think that that is just our
24:48 responsibility as employees. If you're
24:51 earning a paycheck, you want to see the
24:53 success of your employer. So, I don't
24:56 think you start with bonuses to
24:59 to start the process. I think you're
25:02 incentivized once the process is up and
25:05 going and an organization is reaping the
25:08 full benefits of it.
25:09 >> It should be a natural consequence, not
25:11 an artificial
25:13 shoving of something in just to kind of
25:15 make up for the fact that you're not
25:16 maybe leading or not doing getting
25:18 everyone's voices involved and
25:20 respected.
25:21 >> Exactly. Yeah.
25:23 >> For sure. We're coming up on time. I
25:25 really appreciate you sharing some
25:26 wisdom with us.
25:27 If somebody's listening and and they can
25:30 only take one thing away or there's one
25:31 thing they got to make sure they apply
25:33 to their business, you know, what would
25:34 you recommend that be from what we
25:36 discussed today?
25:38 >> I would take the time to document your
25:40 process.
25:41 Spend the effort on your ICP.
25:44 And ask for assistance if it's not
25:47 something you do regularly. I'm happy to
25:49 help.
25:49 >> There we go.
25:51 Shirley, thank you so much. Appreciate
25:52 you coming on.
25:52 >> Thanks, Austin. I appreciate your time.
Questions answered in this episode
What belongs in an ideal client profile beyond firmographics?
Shirley includes psychographics, buyer personas, buying triggers, and disqualifiers. She recommends examining successful and unsuccessful engagements, decision-makers, lead sources, and the reasons each buyer chose to act.
How can a newer business validate its ICP with limited customer data?
Document every outreach interaction, the role contacted, the channel used, and the response. Test consistently, repeat successful approaches, and adjust the target role or message when the evidence suggests a different direction.
How does documenting the sales process help a team scale?
A written process makes successful steps repeatable, gives new sellers a clear onboarding path, and lets managers inspect where deals stall. Logging activity in the CRM connects those steps to measurable conversion and accountability.
How should leaders encourage adoption of a new sales process?
Involve the team in shaping the process and clarify roles, responsibilities, metrics, and meeting cadence. Shirley emphasizes giving employees a voice and building commitment before using bonuses to reward the benefits of an established process.
